What Are the Different User Permissions in ISP?

There are various Roles you can assign users, each with their own levels of access and abilities to perform certain tasks. If a user requires multiple levels of permissions, you can assign them multiple roles. 

Super User (highest permission level)

— Adding, removing, and controlling user access
— Full permissions to add, edit, and delete all information
— Access to financial and compliance reports
— Full access to add, edit, and delete contact information

Treasurer

– Full permissions to add, edit, and delete all information. Access to financial and compliance reports

Data Entry

– Full permissions to add, edit, and delete contact information
– Ability to add and edit financial transactions

Candidate

– See all information and run reports

General Consultant

– Can view and export all financial information
– See all information and run reports
– Full permissions to add, edit, and delete contact information
– Add and edit budget categories and budget information

Fundraiser

– View access on financial information
– Full access to add, edit, and delete contact information

Outside Fundraiser

– Can view and export monetary and inkind contributions
– Full permissions to add, edit, and delete contact information

Bank Reconciliation

– People who are doing bank reconciliations but not doing financial data entry

Volunteer Manager

– Full access to add, edit, and delete contact information

User Admin (this is more of an add-on to an existing user types)

– Adding, removing, and controlling user access